Strategic Investment Manager

14 hours ago


MontréalOuest, Quebec, Canada Scotiabank Full time

Company Overview

Scotiabank is a leading bank in the Americas, guided by its purpose: "for every future". The bank helps customers, their families, and communities achieve success through various advice, products, and services.

Salary

The estimated annual salary for this position is between $60,000 to $100,000, depending on experience.

Job Description

As a Senior Investment & Personal Banking Specialist at Scotiabank, you will provide exceptional service to customers throughout their journey. Your focus will be on delivering trusted financial advice, connecting with people in a relatable way, and understanding customers' financial goals and preferences.

Key Responsibilities:

  • Provide a full range of customized financial solutions using a financial planning approach
  • Focus on complex solutions and comprehensive financial planning
  • Build relationships with customers and partners, focusing on providing a great client experience
  • Analyze customers' needs and recommend strategies to help them achieve their financial goals

Required Skills and Qualifications

To succeed in this role, you will need:

  • A minimum two years of related experience selling investment and credit products
  • Demonstrated sales management experience and the ability to market Scotiabank
  • The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
  • A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)

Benefits

As a valued employee of Scotiabank, you can expect:

  • A competitive compensation and benefits package tailored to Retail Banking
  • The opportunity to make a lasting impact on customers
  • An organization committed to making a difference in our communities – for you and your customers
  • An assigned book of mid to high affluent customers

Location

This role is based in Montreal-ouest, Canada, serving an English-speaking clientele.



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